MWM
Mission Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Sell |
15,977
-167
| -1% | -$48.7K | 0.1% | 119 |
|
|
2025
Q1 | $4.4M | Buy |
16,144
+2,568
| +19% | +$700K | 0.11% | 107 |
|
|
2024
Q4 | $3.58M | Buy |
13,576
+282
| +2% | +$74.3K | 0.08% | 117 |
|
|
2024
Q3 | $4.02M | Buy |
13,294
+3,177
| +31% | +$960K | 0.1% | 106 |
|
|
2024
Q2 | $2.94M | Sell |
10,117
-499
| -5% | -$145K | 0.08% | 132 |
|
|
2024
Q1 | $3M | Sell |
10,616
-84
| -0.8% | -$23.7K | 0.08% | 132 |
|
|
2023
Q4 | $2.78M | Buy |
10,700
+8,902
| +495% | +$2.31M | 0.09% | 114 |
|
|
2023
Q3 | $397K | Buy |
1,798
+163
| +10% | +$36K | 0.01% | 377 |
|
|
2023
Q2 | $352K | Buy |
1,635
+250
| +18% | +$53.8K | 0.01% | 404 |
|
|
2023
Q1 | $316K | Buy |
1,385
+46
| +3% | +$10.5K | 0.01% | 416 |
|
|
2022
Q4 | $332K | Sell |
1,339
-18
| -1% | -$4.47K | 0.02% | 388 |
|
|
2022
Q3 | $288K | Buy |
1,357
+120
| +10% | +$25.5K | 0.02% | 390 |
|
|
2022
Q2 | $274K | Buy |
+1,237
| New | +$274K | 0.01% | 398 |
|